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Casinos

Casino resorts combine a gaming floor with hotels, dining, and entertainment, and the licence to operate is usually the scarcest asset. Earnings track travel and discretionary spending closely.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
376	Axa Paris, France	$5.43M	-$7.61M	5	0.02%	Reduced
377	MCM McKinley Capital Management Anchorage, Alaska	$5.4M	+$181K	2	0.26%	Increased
378	Arizona State Retirement System Phoenix, Arizona	$5.28M	-$100K	4	0.07%	Reduced
379	TC Tyvor Capital Oak Brook, Illinois	$5.17M	+$4.58M	1	1.25%	New
380	LOAMU Lombard Odier Asset Management (USA) New York	$5.11M	+$4.53M	1	0.7%	New
381	PC PM Capital Sydney, Australia	$5.11M	-$2.75M	1	0.86%	Reduced
382	ICRM Insight Capital Research & Management Walnut Creek, California	$5.09M	+$1.52M	1	1.58%	Increased
383	Acadian Asset Management Boston, Massachusetts	$5.08M	+$3.89M	6	0.03%	Increased
384	Twin Tree Management Dallas, Texas	$5.06M	+$283K	4	0.1%	Increased
385	Grimes & Company Westborough, Massachusetts	$5.04M	-$142K	1	0.65%	Reduced
386	MPM Meritage Portfolio Management Overland Park, Kansas	$5.03M	+$544K	1	0.57%	Increased
387	TI Turner Investments Berwyn, Pennsylvania	$5.03M	-$1.3M	1	1.36%	Reduced
388	CPIM Columbia Partners Investment Management Alexandria, Virginia	$5M	-$192K	1	0.36%	Reduced
389	LMR Partners London, United Kingdom	$5M	+$4.46M	2	0.55%	New
390	VanEck Associates New York	$4.99M	-$1.08M	8	0.03%	Reduced
391	Quantbot Technologies New York	$4.96M	+$1.78M	6	0.79%	Increased
392	IRF IBM Retirement Fund Armonk, New York	$4.92M	-$4.25M	5	0.19%	Reduced
393	ACM Anandar Capital Management New York	$4.89M	+$4.3M	1	1.75%	New
394	HAM Harber Asset Management Asheville, North Carolina	$4.79M	+$4.01M	2	2.8%	New
395	RIA RPG Investment Advisory Pleasanton, California	$4.79M	-$5.83M	1	1.85%	Reduced
396	Comerica Bank Dallas, Texas	$4.76M	+$131K	6	0.04%	Increased
397	DIA Davidson Investment Advisors Great Falls, Montana	$4.75M	+$328K	1	0.8%	Increased
398	Janus Henderson Investors US Denver, Colorado	$4.73M	-$18.8M	4	0%	Reduced
399	PWM Patriot Wealth Management Houston, Texas	$4.73M	+$61.4K	1	0.95%	Increased
400	Aberdeen Asset Management Aberdeen, United Kingdom	$4.61M	+$525K	4	0.02%	Increased